Purchases and Sales Made in Q4 2021 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q4 2021. The information is specifically focused on institutions that hold shares of AFFILIATED MANAGERS GROUP, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
30+ 0.63% |
$4.43K - $5.71K
|
4.8K
$867K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
30+ 0.59% |
$4.43K - $5.71K
|
5.1K
$920K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
30New |
$4.43K - $5.71K
|
30
$5.41K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
26+ 1.56% |
$3.84K - $4.95K
|
1.69K
$305K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
$3.7K - $4.76K
|
25
$4.51K
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
24+ 0.34% |
$3.55K - $4.57K
|
7.02K
$1.27M
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
18New |
$2.66K - $3.43K
|
18
$3.25K
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
17+ 0.05% |
$2.51K - $3.24K
|
36.4K
$6.56M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16+ 34.04% |
$2.37K - $3.05K
|
63
$11.4K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16New |
$2.37K - $3.05K
|
16
$2.89K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
16+ 11.94% |
$2.37K - $3.05K
|
150
$27.1K
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
15+ 0.61% |
$2.22K - $2.86K
|
2.47K
$445K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14New |
$2.07K - $2.66K
|
14
$2.53K
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
12+ 0.02% |
$1.77K - $2.28K
|
52.9K
$9.55M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12New |
$1.77K - $2.28K
|
12
$2.17K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11New |
$1.63K - $2.09K
|
11
$1.99K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 37.04% |
$1.48K - $1.9K
|
37
$6.68K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9New |
$1.33K - $1.71K
|
9
$1.62K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 2.4% |
$1.18K - $1.52K
|
341
$61.5K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
8New |
$1.18K - $1.52K
|
8
$1.44K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
6+ 54.55% |
$887 - $1.14K
|
17
$3.07K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$739 - $952
|
5
$902
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.25% |
$739 - $952
|
1.98K
$358K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 0.56% |
$739 - $952
|
903
$163K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4New |
$591 - $761
|
4
$722
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.26% |
$591 - $761
|
1.56K
$282K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$296 - $381
|
15K
$2.71M
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1Closed |
$148 - $190
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2- 0.15% |
$296 - $381
|
1.35K
$243K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 8.82% |
$443 - $571
|
31
$5.6K
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 23.08% |
$443 - $571
|
10
$1.8K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8- 0.43% |
$1.18K - $1.52K
|
1.86K
$335K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9- 47.37% |
$1.33K - $1.71K
|
10
$1.8K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-22- 0.03% |
$3.25K - $4.19K
|
84.8K
$15.3M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-25- 19.53% |
$3.7K - $4.76K
|
103
$18.6K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27- 84.38% |
$3.99K - $5.14K
|
5
$902
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-27Closed |
$3.99K - $5.14K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-32Closed |
$4.73K - $6.09K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-36- 1.69% |
$5.32K - $6.85K
|
2.09K
$378K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-39- 16.67% |
$5.76K - $7.42K
|
195
$35.2K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-50Closed |
$7.39K - $9.52K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-52- 0.48% |
$7.69K - $9.9K
|
10.7K
$1.93M
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-56- 0.93% |
$8.28K - $10.7K
|
5.94K
$1.07M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-68- 1.0% |
$10.1K - $12.9K
|
6.74K
$1.22M
|
|
Feb 11, 2022
Q4 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-79- 0.7% |
$11.7K - $15K
|
11.2K
$2.02M
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-92- 0.03% |
$13.6K - $17.5K
|
343K
$62M
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-96- 0.48% |
$14.2K - $18.3K
|
19.7K
$3.56M
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-100- 0.68% |
$14.8K - $19K
|
14.7K
$2.65M
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.96% |
$14.8K - $19K
|
10.3K
$1.85M
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-101- 2.19% |
$14.9K - $19.2K
|
4.51K
$814K
|